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Lockheed Martin

1,687 hedge funds and large institutions have $86.4B invested in Lockheed Martin in 2019 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 728 increasing their positions, 572 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 61

27% more repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 572

12% more call options, than puts

Call options by funds: $916M | Put options by funds: $817M

10% more funds holding in top 10

Funds holding in top 10: 7077 (+7)

7% more capital invested

Capital invested by funds: $80.5B → $86.4B (+$5.93B)

4% more funds holding

Funds holding: 1,6171,687 (+70)

0.06% more ownership

Funds ownership: 78.4%78.46% (+0.06%)

Holders
1,687
Holders Change
+70
Holders Change %
+4.33%
% of All Funds
37%
Holding in Top 10
77
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10%
% of All Funds
1.69%
New
143
Increased
728
Reduced
572
Closed
61
Calls
$916M
Puts
$817M
Net Calls
+$99.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1201
Stratos Investment Management
Ohio
$532K +$45.1K +120 +10%
LCM
1202
Landscape Capital Management
New Jersey
$531K +$25.2K +67 +5%
TAM
1203
Trillium Asset Management
Massachusetts
$529K +$511K +1,358 New
CAM
1204
Covenant Asset Management
New Jersey
$527K +$508K +1,350 New
GBT
1205
Grove Bank & Trust
Florida
$526K +$38K +101 +8%
CP
1206
Cumberland Partners
Ontario, Canada
$522K -$643K -1,710 -56%
CWP
1207
Capital Wealth Planning
Florida
$521K -$565K -1,503 -52%
CFG
1208
Cooper Financial Group
California
$519K +$112K +298 +29%
GCP
1209
GSA Capital Partners
United Kingdom
$519K +$137K +365 +38%
VCAM
1210
Van Cleef Asset Management
Ohio
$517K
ESB
1211
Essex Savings Bank
Connecticut
$515K -$26.7K -71 -5%
WPP
1212
Whalerock Point Partners
Rhode Island
$514K +$2.63K +7 +0.5%
UF
1213
Univest Financial
Pennsylvania
$510K -$241K -642 -33%
MUS
1214
Mitsubishi UFJ Securities
Japan
$507K -$60.2K -160 -11%
GWCM
1215
Godshalk Welsh Capital Management
Pennsylvania
$507K -$3.76K -10 -0.8%
CIA
1216
Choate Investment Advisors
Massachusetts
$507K +$3.01K +8 +0.6%
SWA
1217
Sutton Wealth Advisors
Florida
$507K +$1.5K +4 +0.3%
CF
1218
Copperwynd Financial
Arizona
$505K +$75.2K +200 +18%
CBT
1219
Capital Bank & Trust
California
$504K -$710K -1,887 -59%
IUHSA
1220
Itau Unibanco Holding S.A.
Brazil
$503K
CCMW
1221
Cypress Capital Management (Wyoming)
Wyoming
$502K -$22.2K -59 -4%
CC
1222
Chicago Capital
Illinois
$502K
AC
1223
Abbrea Capital
California
$502K +$60.2K +160 +14%
CCA
1224
Clearwater Capital Advisors
Illinois
$497K
CWM
1225
Centric Wealth Management
Illinois
$494K +$41K +109 +9%

LMT Hedge Fund Activity: Q3 2019 in Review

1,687 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2019, worth a combined $86.4B — up 7.4% from $80.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new LMT positions and 61 closed out — a net gain of 82 holders — while 728 added to existing stakes and 572 trimmed.

The largest buyer was Capital International Investors, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $444M.

  • 1,687 institutional investors held Lockheed Martin (LMT) as of Q3 2019, up from 1,617 in Q2 2019.
  • Funds reported $86.4B of Lockheed Martin stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 143 funds opened new Lockheed Martin positions in Q3 2019 and 61 closed out, a net change of +82 holders.
  • The largest Lockheed Martin buyer in Q3 2019 was Capital International Investors, an estimated $254M added.
  • The largest Lockheed Martin seller in Q3 2019 was Capital Research Global Investors, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2019.